Case Manager, Financial Services — Hybrid + Bonus

Page Personnel; Glasgow; Hybride; GBP 26 000 - 38 000; Plein temps

Avantages offerts par ce poste

Performance bonus

Private health plan

Employer pension contribution

Salary-sacrifice nursery vouchers

Employee assistance programme

30 days holiday

Résumé du poste

Page Personnel is recruiting a Case Manager in Glasgow for a busy pre-offer pipeline in financial services. You will manage cases, answer broker calls, provide updates, and liaise with Underwriting to package applications while keeping notes and next steps up to date.

The role emphasizes data protection, AML compliance, and treating customers fairly. You will prioritise tasks, meet deadlines and maintain excellent attention to detail in a busy environment with hybrid working.

Qualifications

• Previous customer service experience.
• Ability to prioritise workload and maintain clear task lists with timely follow-through.
• Understanding of data protection, money laundering and treating customers fairly.
• Excellent organisational skills and attention to detail.

Responsabilités

• Manage a busy pre-offer pipeline and keep cases moving efficiently.
• Answer broker calls and provide clear case updates.
• Respond promptly to broker and internal queries.
• Be an expert in lending criteria and support brokers with related questions.
• Chase outstanding information, documents and actions.
• Work with Underwriting to package applications effectively.
• Keep case notes, communications and next steps up to date.
• Manage priorities, service levels and broker expectations.

Connaissances

Case management experience

Customer service

Organisation

Prioritisation

Attention to detail

Regulatory knowledge

Description du poste

Page Personnel is recruiting a Case Manager in Glasgow for a busy pre-offer pipeline in financial services. You will manage cases, answer broker calls, provide updates, and liaise with Underwriting to package applications while keeping notes and next steps up to date.

The role emphasizes data protection, AML compliance, and treating customers fairly. You will prioritise tasks, meet deadlines and maintain excellent attention to detail in a busy environment with hybrid working.